Causeway Strategic Financial Advisors

Causeway Strategic Financial Advisors Jerry can help you manage the certainty of uncertainty. Jerry will assist you in reviewing your retirement planning horizon.

He'll look at strategies, tactics and show you tools to help you to pursue your goals. Jerome Sullivan (CA Insurance Lic. #0668720) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are se

parate from and not offered through Commonwealth Financial Network. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html

These 6 things might make your next return a prime target for an IRS audit.
07/19/2026

These 6 things might make your next return a prime target for an IRS audit.

Here are six flags that may make your tax return prime for an IRS audit.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
07/16/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Test your estate strategy knowledge with this short quiz.
07/13/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Earnings season can move markets. Find out why.
07/12/2026

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
07/09/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?
07/06/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Working in Retirement: New trend or same old story?
07/05/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

The S&P 500 is ubiquitous. Ever wonder how it works?
07/02/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial a...
06/29/2026

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Here are eight mistakes to avoid when.
06/28/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

Address

3007 Douglas Boulevard , Ste. 150
Vacaville, CA
95661

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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